Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
382 days old
General
Location
Sausalito, CA, US
Profile Type
Buyer
Fee 0% Commission 100%
Overview

Two partners with extensive experience in RIA space actively looking to acquire a practice. Have previously built and run two $1b+ RIAs. Professional backgrounds over 25+ years at Vanguard, BlackRock, a successful hedge fund, and several well-known advisory technology firms. One partner is a CFA charterholder. Well-connected in advisory space and backed by deep and well-rounded advisory board. Able to provide liquidity to a seller upfront and assume financial and operational responsibility on an accelerated timeline.

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